Wealth Enhancement Advisory Services
AVUV icon

Wealth Enhancement Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.9M Buy
466,900
+59,995
+15% +$7.16M 0.1% 186
2026
Q1 		$45.3M Sell
406,905
-8,882
-2% -$978K 0.09% 204
2025
Q4 		$44.1M Buy
415,787
+43,953
+12% +$4.4M 0.06% 283
2025
Q3 		$36.9M Buy
371,834
+4,120
+1% +$399K 0.06% 298
2025
Q2 		$34.9M Sell
367,714
-18,849
-5% -$1.62M 0.06% 293
2025
Q1 		$33.7M Sell
386,563
-34,297
-8% -$3.22M 0.06% 277
2024
Q4 		$40.6M Buy
420,860
+18,594
+5% +$1.85M 0.08% 239
2024
Q3 		$38.6M Buy
402,266
+14,419
+4% +$1.35M 0.08% 227
2024
Q2 		$34.8M Buy
387,847
+1,379
+0.4% +$125K 0.08% 230
2024
Q1 		$36.2M Buy
386,468
+35,864
+10% +$3.17M 0.09% 210
2023
Q4 		$31.5M Buy
350,604
+25,405
+8% +$2.03M 0.09% 209
2023
Q3 		$25.3M Buy
325,199
+295,498
+995% +$23.7M 0.08% 231
2023
Q2 		$2.31M Buy
29,701
+18,089
+156% +$1.33M 0.02% 185
2023
Q1 		$860K Buy
11,612
+1,314
+13% +$103K 0.01% 325
2022
Q4 		$822K Buy
10,298
+1,840
+22% +$138K 0.01% 241
2022
Q3 		$588K Sell
8,458
-47,251
-85% -$3.45M 0.01% 268
2022
Q2 		$3.85M Buy
55,709
+12,056
+28% +$913K 0.05% 153
2022
Q1 		$3.49M Buy
+43,653
New +$3.46M 0.05% 157

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVUV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, buying an estimated $7.16M and bringing the position to 466,900 shares worth $57.9M. The position accounts for 0.1% of the portfolio, ranked #186.

Wealth Enhancement Advisory Services first reported a position in AVUV in Q1 2022 and has held it in 18 quarters since. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 466,900 shares of Avantis US Small Cap Value ETF worth $57.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 59,995 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $7.16M.
  • Avantis US Small Cap Value ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #186 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.